Julia
Wachler
Baron Wealth Management, LLC
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About this Advisor
Julia Wachler is a financial advisor based in Troy, Michigan, working with Baron Wealth Management, LLC. Julia has previously held positions at Baron Wealth Management, Bedrock, and Rock Ventures. Julia has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Julia is part of Baron Wealth Management, LLC, which operates out of Troy, Michigan. The firm has 6 employees and manages assets totaling $626.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Baron Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baron Wealth Management, LLC Brokerage Details
$626,541,399
6
617
$1,015,464
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Julia Wachler Work History
Baron Wealth Management
Bedrock
Rock Ventures
Disclosures
Please visit the SEC profile of Julia Wachler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baron Wealth Management, LLC
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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